// COMPARE

The Dow added 0.45% to a record 51,308, lagging tech but lifted by the broad risk-on tone.

Its value tilt means the Dow rides the rally without the semiconductor turbocharge — steady rather than spectacular.

51,000 is first support; rotation breadth will decide whether the Dow keeps pace with the Nasdaq.

Alphabet dropped 3.9% to $362, underperforming its mega-cap peers on the session.

Profit-taking after a strong run, plus fresh questions about how Google funds its heavy AI capex, weighed on the shares.

$355 is first support; a reclaim of $370 is needed to steady the trend.